Both Roku and YouTube are winning in advertising; Roku, though, wants to win its negotiation with Google, and use PR to do so.
Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Epic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?
Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Spotify’s Surprise
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
App Stores in Congress, Apple’s Arguments, Meta Points
Apple and Google had a difficult time defending their App Store policies in the face of developer complaints and a well-informed committee.
Podcast Subscriptions vs. the App Store
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
The European Super League, Apple Music’s Letter to Artists
The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
Nvidia Grace, GPU Use Cases, ARM and Integration
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
Microsoft Buys Nuance, Understanding Nuance, In the Loop
Microsoft’s Nuance acquisition gets the company winning technology and access to health data it would be locked out from otherwise.